Larson Financial Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Hold |
1,500
| – | – | ﹤0.01% | 1320 |
|
|
2025
Q1 | $27.6K | Sell |
1,500
-300
| -17% | -$5.52K | ﹤0.01% | 1235 |
|
|
2024
Q4 | $32.4K | Sell |
1,800
-380
| -17% | -$6.84K | ﹤0.01% | 1040 |
|
|
2024
Q3 | $42.6K | Hold |
2,180
| – | – | ﹤0.01% | 947 |
|
|
2024
Q2 | $40.1K | Hold |
2,180
| – | – | ﹤0.01% | 863 |
|
|
2024
Q1 | $39.1K | Buy |
2,180
+1,505
| +223% | +$27K | ﹤0.01% | 751 |
|
|
2023
Q4 | $11K | Hold |
675
| – | – | ﹤0.01% | 986 |
|
|
2023
Q3 | $10.1K | Hold |
675
| – | – | ﹤0.01% | 995 |
|
|
2023
Q2 | $10.5K | Hold |
675
| – | – | ﹤0.01% | 916 |
|
|
2023
Q1 | $10.7K | Hold |
675
| – | – | ﹤0.01% | 911 |
|
|
2022
Q4 | $11.4K | Hold |
675
| – | – | ﹤0.01% | 824 |
|
|
2022
Q3 | $11K | Hold |
675
| – | – | ﹤0.01% | 765 |
|
|
2022
Q2 | $13K | Buy |
675
+420
| +165% | +$8.09K | ﹤0.01% | 636 |
|
|
2022
Q1 | $6K | Hold |
255
| – | – | ﹤0.01% | 762 |
|
|
2021
Q4 | $6K | Buy |
+255
| New | +$6K | ﹤0.01% | 776 |
|